Canopy Tax, Inc.

Form 5500

CANOPY TAX, INC.

380 Data Dr. Suite 310, Draper, Ut 84020 (801) 543-9468 EIN:46-5164530 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCANOPY TAX 401(K) PLAN Plan #001 Participants BOY/EOY236 / 291 Assets BOY/EOY$1,877,469 / $2,844,297	2022	CANOPY TAX 401(K) PLAN - Plan #001	236 / 291	$1,877,469 / $2,844,297
2022	Plan NameCANOPY TAX, INC HEALTH AND WLEFARE PLAN Plan #501 Participants BOY/EOY134 / 0 Assets BOY/EOY$0 / $0	2022	CANOPY TAX, INC HEALTH AND WLEFARE PLAN - Plan #501	134 / 0	$0 / $0
2021	Plan NameCANOPY TAX 401(K) PLAN Plan #001 Participants BOY/EOY214 / 257 Assets BOY/EOY$1,349,636 / $1,877,469	2021	CANOPY TAX 401(K) PLAN - Plan #001	214 / 257	$1,349,636 / $1,877,469
2021	Plan NameCANOPY TAX, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY145 / 0 Assets BOY/EOY$0 / $0	2021	CANOPY TAX, INC. HEALTH AND WELFARE PLAN - Plan #501	145 / 0	$0 / $0
2020	Plan NameCANOPY TAX 401(K) PLAN Plan #001 Participants BOY/EOY263 / 214 Assets BOY/EOY$1,227,275 / $1,349,636	2020	CANOPY TAX 401(K) PLAN - Plan #001	263 / 214	$1,227,275 / $1,349,636
2019	Plan NameCANOPY TAX 401(K) PLAN Plan #001 Participants BOY/EOY310 / 263 Assets BOY/EOY$325,943 / $1,227,275	2019	CANOPY TAX 401(K) PLAN - Plan #001	310 / 263	$325,943 / $1,227,275